Ask questions across SEC filings.Every answer links to SEC.gov.

Search here or connect via MCP server — works with Claude, Cursor, and any MCP client.

Mode
Scope

Institutional Workflows

How it works

From question to defensible answer.

Ask a finance question in plain English. ETSquare identifies the relevant companies, concepts, and disclosures, retrieves the underlying evidence from trusted public-company sources, and returns a source-linked answer your team can verify.

Built on 4M+ validated filing sections across 5,600+ issuers.

01

Ask a finance question

Use the language your team already works in

02

Context identified

Relevant companies, peer set, filing types, and disclosure language identified

03

Evidence retrieved

SEC filings, disclosures, and reported metrics pulled into one evidence set

04

Analysis assembled

Disclosures compared, key differences highlighted, findings organized with citations

05

Sources linked

Every claim links to the exact filing section on SEC.gov

Questions finance teams are asking

CFO / Analyst

“How do casual dining peers compare on same-store sales and guest traffic?”

Searches across DRI, TXRH, EAT, BLMN, CAKE and 8 more operators. Compares comp sales performance, traffic vs average check mix, and unit growth commentary.

CFO / Analyst

“Show me EBITDA margin benchmarks for SIC 2090 peers by fiscal year.”

Computes median and interquartile EBITDA margin (Operating Income + D&A / Revenue) across the cohort with coverage gating.

Credit / Treasury

“Which peers have disclosed covenant breaches or waivers?”

Detects financial covenant violations, debt defaults, waiver negotiations, acceleration clauses, and going-concern implications from 8-K and 10-K filings.

Compliance / Risk

“Has any company in my sector reported a cybersecurity incident?”

Retrieves material cyber incidents, unauthorized access events, ransomware disclosures, and incident response actions from 8-K Item 1.05 and 10-K Item 1C.

Corporate Strategy

“What synergies and integration risks were disclosed for the acquisition?”

Extracts expected synergies, integration timeline, cost and dis-synergy disclosures, and portfolio positioning from MD&A, risk factors, and acquisition footnotes.

IR / Board Prep

“Compare our R&D spending intensity vs SIC peers.”

Returns absolute R&D expense and R&D as % of revenue for the company, alongside cohort benchmarks (median, P25/P75, revenue-weighted intensity).

Primary-source evidence only

SEC filings are sworn company disclosures filed under penalty of law. Not scraped commentary. Not analyst opinion.

Verifiable in one click

Every claim links to the exact filing section on SEC.gov for fast review.

Auditable by design

Every query, source, and answer is logged and replayable for review.